Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Af Trgt Date 2040 R6 Mutual Fund in their Schedule of Assets, totaling $124.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERITON, LLC MERITON, LLC 401(K) PROFIT SHARING PLAN | IRVING TX | 1,519 | $168.4M | $15.7M |
| 2 | IMPRIVATA, INC. IMPRIVATA, INC. 401(K) PLAN | WALTHAM MA | 799 | $118.8M | $11.5M |
| 3 | DISCOVERY EDUCATION, INC. DISCOVERY EDUCATION 401(K) PLAN |
| 610 |
| $72.6M |
| $10.3M |
| 4 | KODIAK GAS SERVICES KGS 401(K) PLAN | THE WOODLANDS TX | 1,238 | $94.0M | $8.6M |
| 5 | CONFIE HOLDING II CO. CONFIE HOLDING II CO. 401(K) PLAN | HUNTINGTON BEACH CA | 4,476 | $77.1M | $7.3M |
| 6 | GREENSKY LLC GREENSKY TRADE CREDIT, LLC 401(K) PLAN | ATLANTA GA | 971 | $47.7M | $5.2M |
| 7 | EUROP ASSISTANCE NORTH AMERICA, INC EUROP ASSISTANCE NORTH AMERICA 401(K) PLAN | PEMBROKE PINES FL | 957 | $76.6M | $5.1M |
| 8 | F. A. DAVIS PUBLISHING COMPANY F. A. DAVIS COMPANY 401(K) SAVINGS PLAN | PHILADELPHIA PA | 157 | $43.7M | $5.0M |
| 9 | NETWORK BUILDING & CONSULTING, LLC NETWORK BUILDING & CONSULTING 401(K) PLAN | ELKRIDGE MD | 402 | $38.4M | $4.5M |
| 10 | EWING MARION KAUFFMAN FOUNDATION EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM | KANSAS CITY MO | 95 | $46.0M | $4.2M |
